Doing the Intel so You can Sell
First Mobile Interactive Point-of-sale System
AI Assisted Software to Smash Your Sales Results
Intelligent Agent’s artificial intelligence (AI) driven cloud platform knows what you need, when you need it, and how you need it in order to present the most appropriate and eligible products to your customer and close a sale. It’s intelligent, so it gets to know your customers, what products they’re likely to purchase, and what else they might be interested in.
Intelligent Agent will assist you in analysing and selecting the appropriate coverage, completing applications, including e-signing, and submitting electronic payments, saving time and money, whilst automatically tracking sales performance, so you can smash your sales.
AXA Insurance Company
SVP Head of Consumer, Latin America.
Imagine how you could improve your client’s overall satisfaction with the process, and more importantly with you, by knowing their emotional reaction...
Artificial Intelligence helps optimize each sales engagement so the client’s time is focused on education and decisions rather than on trying to determine eligibility for and the process. This saves client’s time and makes them more confident and satisfied with you. A more satisfied client results in increased sales and referrals.
You sell more, your customers are more satisfied and become your clients, your costs reduce, and your net revenue increases dramatically.
Now that’s intelligent.
How much can IA increase your revenue?
10%, 25%, 50% or more?
Scale your Agency Network
Imagine being able to control and monitor all your sales agents and being able to offer 24/7 training and sales coaching without needing to be present.
Switchable settings allow you to change between ‘Agent Assist’, ‘Self Enroll’ or ‘Training Mode’, and the sales scripts, layout and prompts will change to match the setting.
Compliance & Data Accuracy
Significant cost savings with 100% compliant and accurate applications, completed more efficiently and quicker.
Cutting down time, paper
Cut down the time needed to find and complete and get approval for policy applications. The inbuilt library has up to date forms, sales and product guidance and prices. No need for heavy laptops, stacks of forms, brochures and rate tables. Pre-loaded client information (or census data) can be used to help agents identify suitable products based on age, gender, price, income or demography, and explain why these products are suitable.
Centralize data, reporting
All data is encrypted, centralized and accessible to provide ‘real time’ reporting on sales channel performance and compliance.